- Identify new opportunities and proactively develop leads within the compliance and risk management functional area of financial institutions.
- Lead well-informed and consultative meetings with senior level executives at financial institutions.
- Develop and execute strategies to grow a pipeline of deals within a territory.
- Manage qualified opportunities through the stages of the funnel from sell-in to contracting and onboarding.
- Demonstrate exceptional CRM hygiene to provide accurate ongoing forecasts.
- Set and conduct in-person meetings with VP and C-level executives.
- Consistently achieve or exceed the target sales projections.
SalesforceLead GenerationCRM